PWPS
SEIS

Pinnacle Wealth Planning Services’s SEI Select Small Cap ETF SEIS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.1K Sell
3,332
-343
-9% -$9.89K 0.01% 845
2025
Q4 		$103K Buy
+3,675
New +$102K 0.01% 773

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEIS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SEI Select Small Cap ETF (SEIS) stake by 9.3% in Q1 2026, selling an estimated $9.89K and leaving 3,332 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #845.

Pinnacle Wealth Planning Services first reported a position in SEIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $103K in Q4 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,332 shares of SEI Select Small Cap ETF worth $92.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 343 SEI Select Small Cap ETF shares in Q1 2026, an estimated $9.89K.
  • SEI Select Small Cap ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #845 holding.
  • Pinnacle Wealth Planning Services first reported a position in SEI Select Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's SEI Select Small Cap ETF position peaked at $103K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.